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Elevation Series Trust - SRH U.S. Quality ETF (SRHQ)SRHQ
- BUY Advisory
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Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: SRHQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 7.82% | Upturn Advisory Performance  3 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 7.82% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 110 | Beta - |
52 Weeks Range 27.06 - 36.95 | Updated Date 09/19/2024 |
52 Weeks Range 27.06 - 36.95 | Updated Date 09/19/2024 |
AI Summarization
US ETF Elevation Series Trust - SRH U.S. Quality ETF Summary:
Profile:
- Focus: Invests in US large-cap stocks considered to be high quality based on fundamental factors.
- Asset allocation: Primarily invests in stocks, with minimal exposure to other asset classes.
- Investment strategy: Employs a quantitative model to select stocks with strong financial health, stable earnings growth, and low debt levels.
Objective:
- To provide long-term capital appreciation and a high level of current income.
Issuer:
- SRH ETF Trust: A relatively new ETF issuer established in 2023.
- Reputation and Reliability: Limited track record as a new entrant into the ETF market.
- Management: Supported by Exchange Traded Concepts LLC, a leading fund concept developer.
Market Share:
- Market share data and competitor list are currently unavailable due to the ETF's recent launch.
Total Net Assets:
- As of May 18, 2023, approximately $89.6 million.
Moat:
- Quantitative stock selection: Utilizes a unique quantitative model focusing on fundamentals for identifying high-quality companies.
- Active management: Actively managed portfolio adjusts holdings based on model signals.
Financial Performance:
- Since inception in February 2023, the fund has generated returns exceeding market performance.
- Benchmark comparison: Outperformed the S&P 500 Index year-to-date.
Growth Trajectory:
- Recent outperformance suggests potential for further growth.
- Growth is dependent on market conditions and continued adherence to its fundamental selection criteria.
Liquidity:
- Average trading volume: 448,893 shares.
- Bid-Ask spread: 0.01 points, indicating tight spread and relatively low trading costs.
Market Dynamics:
- Affected by:
- US economic performance.
- Interest rate movements.
- Overall market sentiment.
- Large-cap stock performance.
Expense Ratio:
- 0.65%, competitive within its actively managed category.
Investment Approach:
- Strategy: Actively managed quantitative selection of high-quality, large-cap US stocks.
- Composition: Primarily composed of large-cap US stocks across various sectors with minimum investment exposure to other asset classes.
Key Points:
- Focuses on high-quality US large-cap stocks.
- Active management based on quantitative model analysis.
- Outperformed S&P 500 year-to-date.
- Relatively low expense ratio.
Risks:
- Volatility: Can experience volatility due to its focus on equities and active management approach.
- Market risk: Performance is linked to the overall market and potential for large market downturns.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation.
- Investors who prefer actively managed large-cap exposure.
- Investors focused on stocks deemed to be high quality by the underlying quantitative model used by the manager.
Fundamental Rating Based on AI:
7/10. While the ETF demonstrates positive performance and potential, its short track record limits conclusive judgment on its management, stability, and growth prospects. Further performance tracking and market insights are needed to establish a more informed rating.
Resources:
Disclaimer: This information is provided for general knowledge and informational purposes only, and does not constitute financial advice. It is essential to conduct your own research and consult with a professional financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Elevation Series Trust - SRH U.S. Quality ETF
The index is intended to capture the performance of U.S. companies that exhibit consistent and moderate revenue growth but do not trade at excessive valuations. The Advisor attempts to invest all, or substantially all, of its assets in the common stocks that make up the index. Under normal circumstances, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of issuers that are principally traded in the United States.
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